Investor Summary

The Mar Vista leadership team brings extensive institutional investment experience with Silas A. Myers serving as CEO with 35 years of experience and Harvard education, Brian L. Massey as President with 34 years of experience and UCLA MBA serving as Managing Member since 2007, Joshua J. Honeycutt as Partner with 25 years of experience and Purdue education, and Jeffrey B. Prestine as Partner with 26 years of investment experience. The firm was founded in 2007 as a minority-led investment management firm headquartered in Los Angeles with additional operations in Minnesota. The team manages approximately $1.5 billion in assets across 268 discretionary accounts serving institutions, foundations, pensions, endowments, and high net worth individuals. The firm employs 17 investment professionals across four offices with a focus on creating value through risk-adjusted returns that exceed passive index opportunities.

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Fund Strategy

Mar Vista's investment philosophy centers on patient ownership of exceptional businesses with durable competitive advantages, disciplined capital allocation, and the ability to compound value through cycles. The firm takes a private equity approach to investing in public markets, seeking high quality growth businesses trading at discounts to fair value. They value companies as private entities, discounting free cash flows to determine intrinsic worth, with required margins of safety varying based on business stability and predictability. The firm emphasizes that stock prices follow intrinsic value over the long term, and intrinsic value is created when returns exceed the cost of capital. Their high conviction, patient framework places equal emphasis on preservation of capital and growth potential.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
0.145 0.018 0.182